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Disclosery

Advantage Trust Co: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advantage Trust Co on WMT, newest first. How the timeline and the estimate are built.

Advantage Trust Co held 33,137 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,137 shares
    Change vs previous 13F +30,869 shares

    1.32% of the 13F portfolio, value $3,753,097.

    13F-HR 0002009346-26-000004 filed by Advantage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,268 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $281,867.

    13F-HR 0002009346-26-000002 filed by Advantage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,268 shares
    Change vs previous 13F -30,200 shares

    0.11% of the 13F portfolio, value $252,678.

    13F-HR 0002009346-26-000001 filed by Advantage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 32,468 shares
    Change vs previous 13F 0 shares

    1.51% of the 13F portfolio, value $3,346,152.

    13F-HR 0002009346-25-000009 filed by Advantage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 32,468 shares
    Change vs previous 13F +25,200 shares

    1.56% of the 13F portfolio, value $3,174,721.

    13F-HR 0002009346-25-000006 filed by Advantage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,268 shares
    Change vs previous 13F -1,000 shares

    0.39% of the 13F portfolio, value $638,058.

    13F-HR 0002009346-25-000004 filed by Advantage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,268 shares
    Change vs previous 13F -1,200 shares

    0.44% of the 13F portfolio, value $747,014.

    13F-HR 0002009346-25-000001 filed by Advantage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,468 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $764,541.

    13F-HR 0002009346-24-000004 filed by Advantage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).